OPOC.us
Position Summary
We are seeking an experienced Salesforce Business Analyst to provide ongoing, post-implementation support for our sales organization. This role will serve as the primary point of contact for Salesforce-related enhancements, troubleshooting, and process optimization after go-live. The ideal candidate will have a deep understanding of Salesforce functionality, sales processes, and data management, with bonus points for Accounting Seed experience. This is a hands-on role that requires strong analytical skills, excellent communication abilities, and a passion for turning business needs into scalable Salesforce solutions. As our organization grows, this position will play a critical role in shaping the team and processes, with opportunities to lead and mentor additional resources in the future.
Key Responsibilities · Post-Implementation Support & Optimization · Serve as the Salesforce subject matter expert for the sales and client service teams, addressing questions, resolving issues, and providing best-practice guidance. · Partner with sales and client service leadership to identify and implement process improvements that maximize Salesforce adoption and efficiency. · Maintain data integrity through regular audits, deduplication, and workflow validation. · Configure Salesforce fields, page layouts, reports, dashboards, and automation rules as needed. · Business Analysis & Requirements Gathering · Collaborate with sales, finance, and operations teams to document business requirements and translate them into technical specifications. · Conduct impact analysis for proposed changes and enhancements. · Facilitate user acceptance testing (UAT) and ensure successful rollout of updates. · Cross-Functional Integration · Work closely with finance and client service teams to ensure smooth integration between Salesforce and Accounting Seed (or other financial systems). · Assist in designing and refining reporting and analytics that bridge sales and financial data. · Training & Documentation · Develop and deliver Salesforce training sessions for new and existing users. · Maintain clear and up-to-date documentation on system processes, workflows, and enhancements.
Qualifications · Required: · 4+ years of experience as a Salesforce Business Analyst, Administrator, or similar role. · Deep hands-on Salesforce expertise (Sales Cloud required; FSC or other modules a plus). · Proven ability to translate business needs into effective technical solutions within Salesforce. · Strong skills in Salesforce reporting, dashboards, workflow rules, and automation tools (e.g., Flow). · Excellent organizational, problem-solving, and communication skills. · Preferred: · Experience with Accounting Seed or other Salesforce-native financial applications. · Salesforce Administrator or Business Analyst certification. · Background supporting sales operations and/or finance teams.
Key Competencies · Analytical mindset with attention to detail. · Ability to work both independently and collaboratively in a cross-functional environment. · Adaptability to evolving priorities and growing team needs. · Strong customer-service orientation with a focus on user adoption and satisfaction.
OUR GROWTH OPPORTUNITIES: At OPOC, we empower our employees to set their sights high and blaze their own trails. This is a place where your future success and growth are truly a result of your own efforts and achievements. Our teams are made up of motivated individuals who work hard to advance their careers. Join our team and see how hard work, loyalty, competitive spirit, and unwavering commitment to the customer can take you and your career to new places!
We are seeking an experienced Salesforce Business Analyst to provide ongoing, post-implementation support for our sales organization. This role will serve as the primary point of contact for Salesforce-related enhancements, troubleshooting, and process optimization after go-live. The ideal candidate will have a deep understanding of Salesforce functionality, sales processes, and data management, with bonus points for Accounting Seed experience. This is a hands-on role that requires strong analytical skills, excellent communication abilities, and a passion for turning business needs into scalable Salesforce solutions. As our organization grows, this position will play a critical role in shaping the team and processes, with opportunities to lead and mentor additional resources in the future.
Key Responsibilities · Post-Implementation Support & Optimization · Serve as the Salesforce subject matter expert for the sales and client service teams, addressing questions, resolving issues, and providing best-practice guidance. · Partner with sales and client service leadership to identify and implement process improvements that maximize Salesforce adoption and efficiency. · Maintain data integrity through regular audits, deduplication, and workflow validation. · Configure Salesforce fields, page layouts, reports, dashboards, and automation rules as needed. · Business Analysis & Requirements Gathering · Collaborate with sales, finance, and operations teams to document business requirements and translate them into technical specifications. · Conduct impact analysis for proposed changes and enhancements. · Facilitate user acceptance testing (UAT) and ensure successful rollout of updates. · Cross-Functional Integration · Work closely with finance and client service teams to ensure smooth integration between Salesforce and Accounting Seed (or other financial systems). · Assist in designing and refining reporting and analytics that bridge sales and financial data. · Training & Documentation · Develop and deliver Salesforce training sessions for new and existing users. · Maintain clear and up-to-date documentation on system processes, workflows, and enhancements.
Qualifications · Required: · 4+ years of experience as a Salesforce Business Analyst, Administrator, or similar role. · Deep hands-on Salesforce expertise (Sales Cloud required; FSC or other modules a plus). · Proven ability to translate business needs into effective technical solutions within Salesforce. · Strong skills in Salesforce reporting, dashboards, workflow rules, and automation tools (e.g., Flow). · Excellent organizational, problem-solving, and communication skills. · Preferred: · Experience with Accounting Seed or other Salesforce-native financial applications. · Salesforce Administrator or Business Analyst certification. · Background supporting sales operations and/or finance teams.
Key Competencies · Analytical mindset with attention to detail. · Ability to work both independently and collaboratively in a cross-functional environment. · Adaptability to evolving priorities and growing team needs. · Strong customer-service orientation with a focus on user adoption and satisfaction.
OUR GROWTH OPPORTUNITIES: At OPOC, we empower our employees to set their sights high and blaze their own trails. This is a place where your future success and growth are truly a result of your own efforts and achievements. Our teams are made up of motivated individuals who work hard to advance their careers. Join our team and see how hard work, loyalty, competitive spirit, and unwavering commitment to the customer can take you and your career to new places!